HCP

Hexagon Capital Partners Portfolio holdings

AUM $499M
1-Year Est. Return 20.02%
This Quarter Est. Return
1 Year Est. Return
+20.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,907
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.72M
3
+$1.02M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$374K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$355K

Top Sells

1
+$2.06M
2
+$1.06M
3
+$990K
4
CVNA icon
Carvana
CVNA
+$537K
5
VUG icon
Vanguard Growth ETF
VUG
+$351K

Sector Composition

1 Consumer Staples 40.43%
2 Industrials 13.91%
3 Technology 7.8%
4 Communication Services 7.22%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$40.4K 0.01%
996
+300
552
$40.3K 0.01%
+441
553
$40.3K 0.01%
563
+463
554
$40.3K 0.01%
874
-35
555
$40.1K 0.01%
2,827
+544
556
$40K 0.01%
338
-6
557
$39.8K 0.01%
230
+139
558
$39.7K 0.01%
502
-2
559
$39.7K 0.01%
1,133
-52
560
$39.7K 0.01%
2,246
-552
561
$39.5K 0.01%
302
+220
562
$39.3K 0.01%
115
+15
563
$39.3K 0.01%
242
+22
564
$39.1K 0.01%
897
+490
565
$38.9K 0.01%
20
+1
566
$38.4K 0.01%
507
+4
567
$37.9K 0.01%
745
568
$37.9K 0.01%
1,183
+65
569
$37.7K 0.01%
155
570
$37.7K 0.01%
2,129
-40
571
$37.7K 0.01%
406
+43
572
$37.6K 0.01%
509
-217
573
$37.6K 0.01%
219
+26
574
$37.6K 0.01%
2,824
+151
575
$37.5K 0.01%
459
+121
21 22
23
24 25